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Paces Ferry Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.22M Sell
110,648
-1,374
-1% -$41.2K 1.33% 21
2025
Q4 		$3.19M Sell
112,022
-1,880
-2% -$53.1K 1.3% 21
2025
Q3 		$3.18M Sell
113,902
-1,705
-1% -$45.6K 1.32% 19
2025
Q2 		$2.92M Sell
115,607
-4,097
-3% -$96.9K 1.34% 18
2025
Q1 		$2.8M Sell
119,704
-1,209
-1% -$30.8K 1.4% 17
2024
Q4 		$3.13M Sell
120,913
-421
-0.3% -$11.2K 1.52% 16
2024
Q3 		$3.12M Sell
121,334
-774
-0.6% -$19.2K 1.8% 14
2024
Q2 		$2.9M Sell
122,108
-4,722
-4% -$112K 1.75% 14
2024
Q1 		$3.12M Sell
126,830
-62,756
-33% -$1.47M 2% 14
2023
Q4 		$4.48M Sell
189,586
-1,070
-0.6% -$22.6K 3.11% 7
2023
Q3 		$3.95M Sell
190,656
-698
-0.4% -$15.3K 3.13% 7
2023
Q2 		$4.19M Buy
191,354
+12,872
+7% +$268K 3.15% 6
2023
Q1 		$3.74M Buy
178,482
+12,734
+8% +$274K 3.02% 6
2022
Q4 		$3.36M Sell
165,748
-9,532
-5% -$195K 3.27% 5
2022
Q3 		$3.31M Buy
175,280
+4,828
+3% +$101K 3.62% 6
2022
Q2 		$3.32M Buy
170,452
+4,832
+3% +$103K 3.27% 6
2022
Q1 		$3.92M Buy
165,620
+7,216
+5% +$170K 3.12% 6
2021
Q4 		$4.05M Buy
158,404
+19,732
+14% +$511K 2.91% 7
2021
Q3 		$3.47M Sell
138,672
-3,632
-3% -$92.2K 2.77% 7
2021
Q2 		$3.71M Buy
142,304
+3,736
+3% +$95.5K 2.83% 6
2021
Q1 		$3.45M Buy
138,568
+14,244
+11% +$350K 3% 5
2020
Q4 		$2.77M Sell
124,324
-568
-0.5% -$11.3K 2.53% 5
2020
Q3 		$2.13M Buy
+124,892
New +$2.15M 1.86% 10

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Paces Ferry Wealth Advisors's SCHA Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, selling an estimated $41.2K and leaving 110,648 shares worth $3.22M. The position accounts for 1.33% of the portfolio, ranked #21.

Paces Ferry Wealth Advisors first reported a position in SCHA in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Paces Ferry Wealth Advisors held 110,648 shares of Schwab U.S Small- Cap ETF worth $3.22M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 1,374 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $41.2K.
  • Schwab U.S Small- Cap ETF made up 1.33% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Paces Ferry Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $4.48M in Q4 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.